Animal intake form processing and database entry

Purpose

1.1. Streamline the intake process for animals rescued or surrendered to the organization.
1.2. Automate data capture from intake forms, remove manual data entry, and reduce human error.
1.3. Standardize information recording for animals’ health, background, and identification.
1.4. Integrate intake records with medical, behavioral, and adoption pipelines.
1.5. Enable real-time access and updates to animal profiles by authorized staff or volunteers.

Trigger Conditions

2.1. Online form submission by staff or public (website or mobile).
2.2. Email receipt with intake attachment (PDF, DOC, XLSX, image).
2.3. Mobile app data entry event.
2.4. Scanned document uploaded to a monitored folder.
2.5. Intake record added via voice message transcription.

Platform Variants

3.1. Google Forms
• Feature/Setting: Form submission trigger to initiate data collection.
• Sample Config: Form response → “On Submit” Google Forms API endpoint.
3.2. Microsoft Power Automate
• Feature/Setting: Automated flow for SharePoint or Excel form storage.
• Sample Config: “When a new response is submitted” to “Create item in SQL Database”.
3.3. Jotform
• Feature/Setting: Webhook-triggered workflows for each new submission.
• Sample Config: Post Jotform webhook to integration endpoint.
3.4. DocuSign
• Feature/Setting: Completed envelope event triggers data extraction.
• Sample Config: Connect “Envelope Complete” with DocuSign Connect webhook.
3.5. Typeform
• Feature/Setting: Completed form triggers automation via webhook.
• Sample Config: Typeform → “Responses Webhook” out to intake pipeline.
3.6. Airtable
• Feature/Setting: New record creation via API.
• Sample Config: Call Airtable “Create Record” to the Intake Table.
3.7. Dropbox
• Feature/Setting: File upload in folder triggers file parsing.
• Sample Config: Watch Folder event calls OCR or parsing action.
3.8. Microsoft Outlook
• Feature/Setting: New email with attachment triggers data processing.
• Sample Config: “New Attachment” event filtered by Intake Form subject.
3.9. Twilio
• Feature/Setting: SMS/MMS triggers API endpoint for intake processing.
• Sample Config: SMS received via Twilio webhook parsed for animal details.
3.10. Cognito Forms
• Feature/Setting: Form submission triggers customizable workflow.
• Sample Config: Cognito webhook POST to intake processor.
3.11. Zoho Creator
• Feature/Setting: Form or app data entry triggers data sync.
• Sample Config: Zoho “On Successful Submit” function to API endpoint.
3.12. Formstack
• Feature/Setting: Submission event triggers webhook or integration.
• Sample Config: Formstack API call on new intake entry.
3.13. Adobe Acrobat Sign
• Feature/Setting: Document completed event starts extraction.
• Sample Config: Signed intake form triggers Acrobat Sign webhook.
3.14. Smartsheet
• Feature/Setting: New row added to animal intake sheet triggers processing.
• Sample Config: Smartsheet API “Add Row” for new record intake.
3.15. Trello
• Feature/Setting: Card creation in ‘Intake’ list triggers automation.
• Sample Config: Webhook on card added to Intake.
3.16. Monday.com
• Feature/Setting: Item creation in Animals board triggers integration.
• Sample Config: “When item is created” recipe calls intake API.
3.17. Salesforce
• Feature/Setting: New Lead or Case for Animal triggers record sync.
• Sample Config: Flow Builder “On Create” action → custom object for intake.
3.18. HubSpot
• Feature/Setting: Submitted form triggers contact and animal profile creation.
• Sample Config: HubSpot Workflow “Form Submission” to custom animal object.
3.19. Amazon S3
• Feature/Setting: New file in intake bucket triggers Lambda for OCR/parsing.
• Sample Config: S3 “Object Created” event invokes parsing function.
3.20. Intercom
• Feature/Setting: New conversation with intake keyword triggers data extraction.
• Sample Config: Intercom webhook to parse message content for database entry.

Benefits

4.1. All animal intake data centrally captured and accessible instantly.
4.2. Eliminates manual data re-entry, reducing errors and duplicate records.
4.3. Accelerates animal care pipeline from intake to adoption.
4.4. Enables faster welfare response and coordinated recordkeeping.
4.5. Easily scalable for multiple intake channels and locations.
4.6. Ensures regulatory and organizational compliance for animal record management.